Honolulu, HI Bishop St Office

Melinda Facer is a financial advisor with Merrill, holding Series 63 and Series 66 licenses, and has 31 years of industry experience. She has been with Merrill since 2002, totaling 24 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sheri Tsubata is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services as a Client Associate at Smith Barney in 2007 before becoming a Financial Advisor in 2009. Sheri transitioned to Merrill Lynch in 2010, where she has since developed a client service model rooted in understanding each client's unique needs, concerns, and priorities. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. Sheri holds FINRA Series 7, 31, and 66 registrations, Life & Health Insurance licenses, and the Certified Plan Fiduciary Advisor® (CPFA) designation. She earned both her Bachelor of Science in Animal Science and her Japan-focused Master of Business Administration from the University of Hawaii at Manoa. Outside of work, Sheri spends time with her partner Shannessy and their son Kaisen. Their weekends often include camping, swimming at the beach, and planning new adventures. She balances her professional responsibilities with personal interests in cooking, traveling, and watching movies.

Elias Beniga is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings 18 years of experience as a Financial Advisor, along with additional expertise including two years in international business in Asia and 17 years in business banking, personal and commercial lending, and managing four community branches with Hawaii's largest bank. His client focus includes coordinating the financial affairs of families, entrepreneurs, executives, and non-profit organizations across the country. Elias applies a detailed and disciplined process tailored to support his clients' unique qualities and investment objectives, specializing in areas such as divorce transition planning, family wealth management strategies, services for endowments and foundations, retirement planning, and qualified retirement plan management. His education includes a Bachelor's Degree in Economics from the University of Hawaii, and he holds several professional designations including Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, Personal Investment Advisor, and Retirement Benefits Consultant. He is active in professional and community organizations, serving as a member of the Filipino Chamber of Commerce of Hawaii since 1996 and the Kalihi Business Association since 2018. His community involvement has included roles such as Chairman of the City & County of Honolulu - Oahu Workforce Investment Board and the State of Hawaii Act 159 - Filipino Centennial Celebration Commission. Outside of his professional work, Elias enjoys chess, golfing, hiking, reading, and spending time with his family.

Philip Viehl is a financial advisor with Merrill in Honolulu, HI, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at Merrill and Merrill Lynch, P F&S since 1990 and has also been affiliated with Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cameron Igarashi is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies by taking a comprehensive approach that begins with understanding each client’s individual financial situation and life priorities. Cameron draws upon investment insights from Merrill and the banking and lending resources of Bank of America to deliver tailored financial plans designed to help clients pursue goals such as retirement planning, education funding, family wealth management, and portfolio management. Prior to joining the Igarashi Group alongside Senior Financial Advisor Karen Igarashi, Cameron served as a District Manager for Hertz where he gained experience in client relations, business management, and customer service. He holds a Bachelor’s Degree in Economics from Willamette University in Salem, Oregon, where he also played collegiate baseball. Cameron’s professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional pursuits, Cameron is involved in community volunteering and has interests in baseball, hiking, music, reading, spending time with his family, traveling, fitness, and working on his truck. His approach centers on developing deep, interpersonal relationships that serve as the foundation for creating individualized financial plans aligned with what matters most to his clients.

Karen Igarashi is a financial advisor with Merrill in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch since 2009. Outside of her advisory role, she is associated with the Karen A. Igarashi Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lena Gan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' individual financial goals, supported by access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Lena works closely with clients to develop flexible strategies aligned with today's changing market conditions. Her areas of focus include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Lena is committed to community involvement, dedicating time to volunteer with local organizations. Outside of her professional role, Lena enjoys basketball, camping, cooking, hiking, and surfing. She embraces a personal philosophy of working one-on-one with clients to create financial strategies that help pursue their long-term goals.

Kyle Paguio is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following a year at MassMutual. Outside of his advisory role, he assists his fiancée’s family electrical business in Honolulu by managing invoices. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Brian Higa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in May 2007 and focuses primarily on retirement and education planning. Brian works with clients to assess their future financial needs and develop disciplined plans aimed at achieving their long-term goals. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2010, and is also a Personal Investment Advisor (PIA). Brian earned a Bachelor’s Degree from the University of San Diego.

Alexander Heim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding clients through the full spectrum of financial planning from initial purchases to retirement. He leads The Heim McCollum Group, which leverages over 75 years of combined experience to provide personalized financial strategies tailored to clients' goals and priorities. The group's focus includes areas such as corporate and employee benefits, divorce transition planning, education planning, family wealth management, legacy planning, socially responsible investing, tax minimization, and retirement income. Heim is a holder of multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a high school diploma from Mid Pacific Institute and a bachelor's degree from Lake Forest College. Heim emphasizes understanding clients' unique perspectives in order to create financial strategies that reflect their investment approaches and life priorities. Outside of his professional work, Alexander Heim's interests include adventure sports, basketball, fishing, football, hiking, photography, pickleball, reading, swimming, and spending time with his family.

Andrew Meade is a Senior Vice President and Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Meade Group, focusing on helping clients develop purposeful and strategic approaches to their wealth to achieve personal and professional goals. Andrew advises clients at various life stages, sometimes spanning four generations in a family, and provides investment guidance to non-profit organizations to support their missions through investment policy, education, and administrative assistance. Andrew began his career as a Financial Advisor in 2010 and joined Merrill Lynch in 2012. He holds a Bachelor's degree from the Shidler College of Business at the University of Hawaii at Manoa with degrees in Finance and International Business. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA). He has been nationally recognized by Forbes multiple times, including rankings as Hawaii's top Next-Generation Wealth Advisor and Best-in-State Wealth Advisor from 2017 through 2026. Outside of his professional role, Andrew is involved in community organizations such as the Historic Hawaii Foundation, Kaneohe Yacht Club, Make-a-Wish Hawaii, Waikiki Yacht Club, and the YMCA of Honolulu. He is an avid sailor and waterman, competing in sailing regattas and participating in the Transpac Race. Andrew lives in Honolulu with his wife, their three sons, and their dog.

Kevin Sakamoto is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned his Bachelor's Degree from the University of Hawaii System. He is a member of the Association for Investment Management and Research (AIMR). Outside of his professional work, Kevin enjoys adventure sports, baseball, boating, fishing, golfing, music, skiing, spending time with his family, and traveling.

Kirk Taniguchi is a Senior Financial Advisor with Merrill Lynch Wealth Management, providing clients with access to comprehensive investment resources and banking services through Bank of America. He has been part of the financial services industry since 1995, beginning his career at Merrill Lynch’s New York City global headquarters following his graduation from business school. Kirk joined Merrill’s Honolulu office in 2001, where he continues to serve clients. Kirk holds a bachelor’s degree in Economics from Occidental College and a Master’s degree in Business Administration from Columbia University. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2004 and holds the Personal Investment Advisor (PIA) credential. Over his career, Kirk has been recognized by Barron’s as one of "America’s Top Financial Advisors," earning spots on the Top 1,000 list in 2013 and the Top 1,200 list in 2014, 2015, and 2016. His areas of expertise include retirement planning, tax minimization, family wealth management, socially responsible and ESG investing, and institutional investment consulting. Outside of his professional work, Kirk enjoys hiking, spending time with his family, and traveling. His approach is centered on collaborating with clients to develop customized financial strategies designed to help achieve their long-term goals.

Robert Saracco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies tailored to their individual goals and the evolving market environment. Robert leverages resources from Merrill to offer investment insights, as well as banking and lending solutions from Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Oregon State University. Robert is committed to community involvement and actively volunteers with local organizations, reflecting the Merrill tradition of serving the communities where they work.

Joshua Ginting is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at First Hawaiian Bank for six years and has experience in overseas radio and television. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.